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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,184 | $156,398-33.4% | $147,318-29.3% | $138,895-25.0% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 31.11% | 78.75%-47.6pp | 70.43%-39.3pp | 145.39%-114.3pp |
| Employer contribution / active EE | $2,973 | $4,853-38.8% | $4,593-35.3% | $4,194-29.1% |
| Participant deferral / active EE | $7,134 | $8,237-13.4% | $7,906-9.8% | $6,396+11.5% |
| Admin fee / account holder | $15,818 | $14,976+5.6% | $13,708+15.4% | $12,562+25.9% |